# Connect Zapier

> Send documents from your templates when something happens in another app, and act when they're signed. Connect with your Tally Sign sign-in: no API key.

Tally Sign Support › [AI](https://www.tallysign.com/support/ai)

Tally Sign's Zapier app connects Tally Sign to thousands of other apps without code: send an NDA when a deal reaches a stage in your CRM, put what signers filled in into a spreadsheet, or save the signed PDF to a shared drive. You connect it by signing in to Tally Sign and choosing **Allow Zapier**, the same way you connect ChatGPT or Claude. Anyone on your team can connect it with their own login.

## Connect it

1. Open **Settings → AI & API** and choose **Connect Zapier**. Zapier opens on Tally Sign's app.
2. In Zapier, make a Zap and pick **Tally Sign** for a trigger (such as **Document Completed**) or an action (such as **Send a Document From a Template**).
3. Choose **Connect a new account**. A Tally Sign window opens: sign in the way you usually do (email and password, **Sign in with SSO**, Salesforce, Google or Microsoft). Two-step sign-in asks for your code here too.
4. Check what Zapier asks for and choose **Allow Zapier**. The window closes and the account appears in Zapier as your company's name and your email.

![Allow Zapier to access Northbeam Software? Zapier wants to use Tally Sign as you: send documents from your templates, see their status and what signers filled in, and get notified when they're signed](https://www.tallysign.com/university/ai/zapier-allow.png)

*What Zapier asks for. It acts as you, in your company only.*

> **Why it matters:** A connection acts as the person who allowed it: documents it sends come from them and the activity names them. Each person connects their own, so nobody has to share a key.

## What it can do

| In Zapier | What happens in Tally Sign |
| --- | --- |
| Document Completed, Signed, Viewed, Declined, Sent | Triggers the moment it happens, with what signers filled in and, when completed, the signed PDF. |
| New Completed Document | Checks every few minutes for any completed document in your company. |
| Send a Document From a Template, Create a Draft | Fills in a template's signers and variables and sends it, or saves a draft to check first. |
| Send a Reminder, Void a Document, Find Document | The same as in the app, recorded in the document's activity. |

> **Note:** **Members' triggers cover their own documents.** When an owner or admin connects Zapier, its instant triggers fire for every document in your company. When a member connects, they fire only for documents that member sent. **New Completed Document** lists every completed document the person can see.

## See and disconnect connections

Every Zapier connection is listed under **Zapier** in **Settings → AI & API**, with who connected it and when it was last used. Admins see everyone's; members see their own.

![Settings → AI & API → Zapier: Connect Zapier, and two connections, each with the person, when it was connected and last used, and Disconnect](https://www.tallysign.com/university/ai/zapier-settings.png)

*Each connection, and who it acts as.*

- **Disconnect** ends one connection at once. Its Zaps stop and their triggers stop sending. Reconnecting the account in Zapier brings them back.
- **Disconnect all apps** ends every ChatGPT, Claude and Zapier connection in your company at once.
- Removing someone from your team ends their connections too.

Next guide: [Work with the assistant by email](https://www.tallysign.com/support/ai/email-assistant)

Source: https://www.tallysign.com/support/ai/connect-zapier